Perennial Investment Advisors, LLC Invesco S&P Smallcap Momentum Transaction History

Perennial Investment Advisors, LLC

  • $989 Million
  • Q2 2025

A detailed history of Perennial Investment Advisors, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 21,947 shares of XSMO stock, worth $1.61 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
21,947
Previous 13,429 63.43%
Holding current value
$1.61 Million
Previous $842,000 77.2%
% of portfolio
0.15%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$55.15 - $68.11 $469,767 - $580,160
8,518 Added 63.43%
21,947 $1.49 Million
Q1 2025

May 15, 2025
BUY
$59.97 - $70.03 $805,337 - $940,432
13,429 New
13,429 $842,000

Others Institutions Holding XSMO

# of Institutions
243
Shares Held
18.4M
Call Options Held
21.9K
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP MOMENTUM

XSMO Quotes by TradingView
  • Ticker XSMO
  • Sector ETFs
  • Industry ETFs
More about XSMO
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